Tax Manager
4 weeks ago
At Wipfli, we value collaboration and teamwork in planning for the future and helping medical practice clients achieve success.
Responsibilities:
Manage tax advisory services and provide thoughtful tax compliance to medical practice clients in accordance with firm and professional standards, within budget and deadline expectations.
Assist with managing, developing, and coaching professional tax staff to ensure they have the skills and knowledge needed to deliver exceptional client service.
Plan and schedule tax engagements with clients and firm resources to ensure timely and efficient delivery of services.
Participate in and provide leadership for firm initiatives and projects related to tax advisory services.
Help develop and maintain client relationships by communicating proactively with clients and engagement partners regarding project status and client service opportunities.
Develop deep industry knowledge within the healthcare industry to provide expert advice and guidance to clients.
Participate in the proposal process for prospective clients and serve as the main tax point of contact within our firm for clients.
Qualifications:
5 years or more of relevant progressive experience in public accounting tax, including technical tax consulting and client relationship management.
Bachelor's degree in accounting, finance, or related field.
CPA license.
Experience managing multiple client engagements with ability and passion for developing and fostering deep relationships with key clients.
A strong sense of ownership for delivering ultra-responsive client service.
Excellent supervisory, team building, and time management skills.
Strong written and oral communication.
Proficiency in Word, Excel, PowerPoint, Adobe, Caseware, depreciation processing software, Tax preparation software (Axcess), Tax research software (RIA), and Go File Room is strongly desired.
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